This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

WESTMINSTER FINANCIAL ADVISORY CORP

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

5

Exams

S66

First exam

May 13, 2022

First registration

Jun 1, 2022

Dual registered

yes, broker-dealer

Other names

Jack Woolcott

IAPD individual key

7411185

• Occurred

  Aug 7, 2026
  Advisor changed firm

  Horacio John Woolcott left Alliancebernstein L.P. for Westminster Financial Advisory Corp (registered 2026-07-27)

  Form ADVobserved 5 days ago
• Occurred

  Jun 14, 2022
  Advisor changed firm

  Horacio John Woolcott left Eagle Strategies Llc for Alliancebernstein L.P. (registered 2022-08-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7a29d9f8-4bdf-596e-1a48-3e262864b9d5

First observed

Jun 1, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.